Ideas

Student's display name in Portal would be better as Forename not Preferred Forename. Preferred forename is okay for use in school by staff but parents do not want it to appear as such in the Portal.

Screwfix - The site managers across our 20 schools are asking if this can be an option.

With the old parent portal you could mimic being a particular parent which made it really easy to troubleshoot issues. It doesn't look like it's possible the new cloud portal which means we are having to go back to parents and ask them for screens...

Can the confirmation of payee also check the Supplier account, it is checking the Bank Details for, matches the Bank details account? E.g. Supplier Account: ABC Company = Bank Details title: ABC Company

Currently if there is some file matching criteria error, the rename files feature does not work. Solution is to remove/delete the files that failed at file matching, go to previous step and come back to this step. Then the rename files feature wor...

Once the PO is approved, having an automated PO send option for all approved POs would be beneficial to save time and prevent human intervention, allowing for missed communications

It would be really helpful if parents can update their own contact details directly on their parent portal, which will then sync with the student manager module, rather than filling out a form which then we have to manually update their record in ...

Adding back in the favourites bar would allow access to commonly used functions within PS Financials which works really well in version 6, saving a lot of time and allowing the system to be altered by user for their own preference

In version 6, there is no limit on rows when running account enquiry.This aids reports that are needed during year end to supply to auditors and when reviewing our main purchase ledger. It would reduce time taken to run reports and changing period...

On version 6 there is an option when running the TB to exclude zero balances when running the TB, this isn't available on version 7. The option to exclude zero balances is useful to reduce run time and cleanse reports within the system, rather tha...